• Job Description

  Req#: R0004812
  Avantis Investors, part of American Century Investments, is focused on helping clients achieve their investment goals through the delivery of broadly diversified, low cost, efficient investment strategies. All our investment strategies are managed under a consistent investment philosophy based on financial science and use information in market prices and company financials to identify differences in expected returns among securities.
  
  Our offices are in Los Angeles, Kansas City and New York
  
  Key responsibilities and critical success factors of the Vice President, Relationship Director and Investment Specialist role:
  
  • Serve as the "face" of Avantis Investors to the external marketplace! Understand Avantis Investors' highly differentiated investment process and philosophy as well as American Century's distinctive story, including its mission-driven purpose, unique private ownership structure and broadly diversified investment capabilities
  • Grow assets under management, most specifically with fee-based RIA's. Collaborate with internal partners to identify and pursue sales opportunities
  • Contribute to the development and refinement of a strategic distribution strategy, cultivate relationships and build active pipeline with fee-based advisors nationally
  • Influence the creation of a consultative, solutions-based sales approach and a consistent and systematic approach for how Avantis strategically identifies, prospects and engages potential partners
  • Partner closely with product development, marketing, and investments to ensure competitive positioning across key client and product opportunities
  
  
  Professional experience & qualifications
  
  • A minimum of 5 years' experience selling to sophisticated, fee-based RIA's, must have direct experience and relationships with RIA's
  • Ability to have sophisticated conversations with clients pertaining to portfolio construction, asset allocation and risk management. Broad-based understanding of general portfolio behavior and capital markets
  • Ability to represent Avantis Investors' differentiated investment philosophy and process in a highly consultative and compelling manner
  • Possesses an intellectual curiosity for the investment process with strong analytical and technical ability
  • The personal and professional aptitude to thrive in an entrepreneurial, start-up culture where there will be ambiguity and the expectation to be hands-on and "in the trenches" while building the business from scratch
  • Comfortable team-based sales culture that expects collaboration, information sharing and partnership
  • Proven initiative to exceed job responsibilities, take informed risks, make principled decisions, and face issues head-on
  • Knowledge of ETF platforms, key decision makers, products and philosophies is highly desirable
  • FINRA Series 7 and 63 licenses, or equivalent as required by state, or ability to attain licenses in a short-term frame
  • Travel to client and industry events is required
  • Bachelor's degree
  • Graduate degree (MBA) and/or a related professional designation (CFA, CAIA) is preferred.
  
  
  Additional Requirements:
  
  Employees are required to be in the office on a scheduled frequency. Adherence to this schedule is essential to fulfilling the expectations of the role.
  
  American Century Investments is committed to complying with the Americans with Disabilities Act and all other applicable Equal Employment Opportunity laws and regulations. As such, American Century strives to provide a reasonable accommodation to any qualified individual under the ADA to perform essential job functions.
  
  American Century Investments believes all individuals are entitled to equal employment opportunity and advancement opportunities without regard to race, religious creed, color, sex, national origin, ancestry, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, age for individuals forty years of age and older, military and veteran status, sexual orientation, and any other basis protected by applicable federal, state and local laws. ACI does not discriminate or adopt any policy that discriminates against an individual or any group of individuals on any of these bases.
  
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  ©2019 American Century Proprietary Holdings, Inc. All rights reserved.

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